This document summarizes key global trends impacting high-value fundraising and discusses opportunities and challenges they present. Some trends discussed include increased political scrutiny of charities, emerging wealth in Asia and Latin America, growth of volunteerism and cause marketing, the influence of technology on communication, and similarities and differences across fundraising markets. High-value donors are defined as major individual donors, foundations, and companies. Relationship building, strong cases for support, and focus are emphasized as important for successful high-value fundraising.
The solutions for socioeconomic development are no longer only in the public sector. Latin America has changed dramatically over the last decade, and the private sector can play an increasingly important role in the region’s progress. That’s where social impact investing comes in—a way that investors can make money while doing social good.
The White House has appointed a social innovation czar and the Inter-American Development Bank is doing work every day in this expanding arena. Is social impact investing one of the keys that will finally unlock the region’s intractable inequality?
In this new Latin America Center analysis, released today, Adrienne Arsht Center Senior Non-Resident Fellow Gabriel Zinny dissects how businesses, governments, and multilateral institutions can better provide goods and services to the underserved while making money.
Read this and key recommendations for accelerating the sector here:
• Formalize it. A clear, market-based legal system enforced by a solid judiciary branch is fundamental to attracting impact investments.
• Seed it. Governments should subsidize a measure of the often-lacking venture-stage capital for projects, especially when the entrepreneurs come from less-affluent communities.
• Decentralize it. Local governments should be viewed as public sector partners as they often have more flexibility to spur private social enterprise.
• Read more here…
Content marketing: The New Fundraising Growth ModelBloomerang
https://bloomerang.co/resources/webinars/
Mike Browne, Founder of Browne Innovation Group, will share compelling facts and details of not only why nonprofit fundraisers should begin shifting their fundraising to a content marketing-based model, but how easy and inexpensive it is.
The solutions for socioeconomic development are no longer only in the public sector. Latin America has changed dramatically over the last decade, and the private sector can play an increasingly important role in the region’s progress. That’s where social impact investing comes in—a way that investors can make money while doing social good.
The White House has appointed a social innovation czar and the Inter-American Development Bank is doing work every day in this expanding arena. Is social impact investing one of the keys that will finally unlock the region’s intractable inequality?
In this new Latin America Center analysis, released today, Adrienne Arsht Center Senior Non-Resident Fellow Gabriel Zinny dissects how businesses, governments, and multilateral institutions can better provide goods and services to the underserved while making money.
Read this and key recommendations for accelerating the sector here:
• Formalize it. A clear, market-based legal system enforced by a solid judiciary branch is fundamental to attracting impact investments.
• Seed it. Governments should subsidize a measure of the often-lacking venture-stage capital for projects, especially when the entrepreneurs come from less-affluent communities.
• Decentralize it. Local governments should be viewed as public sector partners as they often have more flexibility to spur private social enterprise.
• Read more here…
Content marketing: The New Fundraising Growth ModelBloomerang
https://bloomerang.co/resources/webinars/
Mike Browne, Founder of Browne Innovation Group, will share compelling facts and details of not only why nonprofit fundraisers should begin shifting their fundraising to a content marketing-based model, but how easy and inexpensive it is.
Africa is home to entrepreneurs who are spurring the continent's growth in unique and dynamic ways. More: http://knlg.net/1QJ426P
Knowledge@Wharton recently joined Katherine Klein, Wharton management professor and vice dean for the Wharton Social Impact Initiative, and Nick Ashburn, the Initiative’s director of emerging markets, at the African Leadership Network’s 2015 annual gathering where they interviewed 18 entrepreneurs and executives who are leading, launching, scaling and supporting businesses across the continent.
THE IMPACT INVESTOR’S HANDBOOK Lessons from the World of MicrofinanceIDIS
A CAF Venturesome: Market Insight Series Publication
February 2011, First Edition
The UK social investment market has now reached a critical juncture. Although there is some evidence of coordinated market-building efforts, the market remains
fragile. By reviewing the development of the global microfinance industry, this handbook aims to equip practitioners in the social investment market with some of
the analytical tools and insights for making the tactical and strategic decisions which may systematically advance our sector.
theONEgroup brings years of successful private-sector and social-sector experience to organizations and their staff, helping them plan better, execute better, achieve organizational goals, reach personal goals, and create the right culture for sustained success – your own and others’.
Free marketing plan sample of a non-profit African Refugee Development Center...www.marketingPlanMODE.com
Free marketing plan sample by marketing plan now: www.marketingplannow.com.
A plan for a non-profit organization; African Refugee Development Center (ARDC).
Native Learning Center webinar by Upspring, New Trends in Capital May, 2016UPSPRING, LLC
Instructor Drew Tulchin, Managing Partner at UpSpring Associates.
Participants will learn about alternative sources of capital, both private and public, available for Tribal governments and Tribal housing NGOs. The webinar covers financial definitions, incremental steps to capital raising, tips for working with banks / lenders, and creditworthiness.
Training Objectives:
The objective of this webinar is to provide attendees with a foundation in the basics of how and where to seek funding for projects and programs. This will particularly explore funding and capital options beyond government sources and ‘usual suspects’. There will be a special case study on a new, emerging opportunity called social impact bonds, and pay for success, which will be shared by an local expert who just completed a $15 million project on this topic.
5 Strategies to Leverage Tourism Marketing for Economic DevelopmentAtlas Advertising
266 Million – The number of jobs that were supported by the travel and tourism industry.*
Over the decades, tourism has experienced continued growth and has become one of the fastest growing economic sectors in the world. But how can you best leverage modern tourism marketing and promotion to drive change and growth for your community? How can you best leverage your community’s assets to solve an economic challenge?
How, when and why to secure planned gifts that bring real returns.
Components and relative benefits of bequests in wills, annuities, a variety of trusts, retirement accounts and other planned gifts to nonprofits are described.
Why nonprofit board trustees, senior managers, advancement professionals, every staff member and stakeholders can help stimulate the easiest gifts to make – planned gifts that secure an institution’s future!
Roles of planned giving newsletters, seminars, financial and legal advisors, board trustees and individual visits.
This a presentation of a training I did at Fort Bragg for an SF unit about to deploy in West Africa. The training was part of Development Transformations work in Stability Ops
Africa is home to entrepreneurs who are spurring the continent's growth in unique and dynamic ways. More: http://knlg.net/1QJ426P
Knowledge@Wharton recently joined Katherine Klein, Wharton management professor and vice dean for the Wharton Social Impact Initiative, and Nick Ashburn, the Initiative’s director of emerging markets, at the African Leadership Network’s 2015 annual gathering where they interviewed 18 entrepreneurs and executives who are leading, launching, scaling and supporting businesses across the continent.
THE IMPACT INVESTOR’S HANDBOOK Lessons from the World of MicrofinanceIDIS
A CAF Venturesome: Market Insight Series Publication
February 2011, First Edition
The UK social investment market has now reached a critical juncture. Although there is some evidence of coordinated market-building efforts, the market remains
fragile. By reviewing the development of the global microfinance industry, this handbook aims to equip practitioners in the social investment market with some of
the analytical tools and insights for making the tactical and strategic decisions which may systematically advance our sector.
theONEgroup brings years of successful private-sector and social-sector experience to organizations and their staff, helping them plan better, execute better, achieve organizational goals, reach personal goals, and create the right culture for sustained success – your own and others’.
Free marketing plan sample of a non-profit African Refugee Development Center...www.marketingPlanMODE.com
Free marketing plan sample by marketing plan now: www.marketingplannow.com.
A plan for a non-profit organization; African Refugee Development Center (ARDC).
Native Learning Center webinar by Upspring, New Trends in Capital May, 2016UPSPRING, LLC
Instructor Drew Tulchin, Managing Partner at UpSpring Associates.
Participants will learn about alternative sources of capital, both private and public, available for Tribal governments and Tribal housing NGOs. The webinar covers financial definitions, incremental steps to capital raising, tips for working with banks / lenders, and creditworthiness.
Training Objectives:
The objective of this webinar is to provide attendees with a foundation in the basics of how and where to seek funding for projects and programs. This will particularly explore funding and capital options beyond government sources and ‘usual suspects’. There will be a special case study on a new, emerging opportunity called social impact bonds, and pay for success, which will be shared by an local expert who just completed a $15 million project on this topic.
5 Strategies to Leverage Tourism Marketing for Economic DevelopmentAtlas Advertising
266 Million – The number of jobs that were supported by the travel and tourism industry.*
Over the decades, tourism has experienced continued growth and has become one of the fastest growing economic sectors in the world. But how can you best leverage modern tourism marketing and promotion to drive change and growth for your community? How can you best leverage your community’s assets to solve an economic challenge?
How, when and why to secure planned gifts that bring real returns.
Components and relative benefits of bequests in wills, annuities, a variety of trusts, retirement accounts and other planned gifts to nonprofits are described.
Why nonprofit board trustees, senior managers, advancement professionals, every staff member and stakeholders can help stimulate the easiest gifts to make – planned gifts that secure an institution’s future!
Roles of planned giving newsletters, seminars, financial and legal advisors, board trustees and individual visits.
This a presentation of a training I did at Fort Bragg for an SF unit about to deploy in West Africa. The training was part of Development Transformations work in Stability Ops
Kay is a veteran volunteer, development officer, and consultant whose books, presentations,
and consulting have changed the vocabulary of the development profession and inspired countless individuals and organizations to perform at the highest levels. In her keynote, she will share what she has learned, what we can learn from what she has learned, and what she sees for the future of our profession.
Valerie Remoquillo-Jenni
Source: STEP Journal, Volume 24, Issue 1
The global philanthropy landscape has changed significantly, due to a new class of donors who are redefining their engagement with wealth and giving – the next-generation givers.
You may also view my comments on this topic at http://familybusinesswiki.ning.com/profiles/blogs/a-big-conversation-for-the-new-philanthropists
The questions posed in this short presentation are ‘How can countries make better use of ODA’? And ‘can ODA also go for much needed sustainable projects?’ With the new set of 17 Sustainable Development Goals we (the world) will have to focus among other things on more on transparency and effectiveness. This artifact specifically made for the World bank Group Financing 4 Development MOOC is for all audiences and the information provided can be applied by many countries and could hopefully make a difference in outcomes.
Understanding Social+Digital Strategies For Your HNW Wealth Management PracticeApril Rudin
It is no longer a choice but now "table stakes" to maintain a digital/social media presence to provide content to your clients, prospects and referrals while also attracting end HNW investors and potential referral sources.
Here is how...
Future of high impact philanthropy initial perspective 2017Future Agenda
We are very pleased to announce a new topic focus for some events and wider discussions during the first half of 2017. Building on to some of the insights gained from previous events, including on the future of wealth and the future of doing good, This new initial perspective explores potential future shifts in the field of High Impact Philanthropy. It is authored by Prof. Cathy Pharoah of Cass Business School London. It highlights some of the issues being raised as the worlds of impact investing and philanthropy increasingly overlap as more organisations and investors seek to help create lasting change. Many are now asking about how donor expectations will evolve, how giving will scale, how best to create and measure impact and where new models within philanthropy will emerge.
To address these and other questions, we are running a series of events over the next few months in London, Mumbai, Singapore, New York and Dubai that will explore the emerging shifts, understand new global and regional priorities and highlight what leaders in the fields of philanthropy and impact investing feel will define success. As with all Future Agenda projects, we will build on THIS initial perspective by bringing together a rich mix of expertise to challenge assumptions, share insights and co-create an enriched, informed future view for all.
If you would like to get involved as participants or hosts, do let us know and we can share more details. Equally if you have any feedback on the initial perspective or other comments do let us know by email, twitter or linked in and we will make sure these are shared and included in to the mix.
At a time where much is being asked of philanthropy and its ability to successfully direct much-needed investment into key areas of challenge and opportunity, we very much look forward to hosting this important debate and sharing insights.
Similar to Trends in high value fundraising worldwide - Sharon Jackson (20)
Fontes Internacionais de Recursos para ONGsflac2011
Sugestões de fontes internacionais de recursos para projetos sociais das ongs, bem como sites de referência para conhecimento dos edtiais e chamadas por projetos
Trends in high value fundraising worldwide - Sharon Jackson
1. Trends in High Value fundraising Worldwide Sharon Jackson Head of International Market Development ActionAid International
2. In this session we will… Highlight some of the key global trends impacting on High Value fundraising – and the opportunities and challenges they present Explore ways in which we can respond to both the challenges and opportunities Pin-point areas of similarity and difference across different markets/regions Share real life examples of activities, approaches and practices that are working across the world First of all…. We need some clarity…
3. What do I mean by ‘High Value’ fundraising? For ActionAid, High Value donors are: Individual major donors, charitable trusts and foundations, companies. Entry level gift? These areas are combined as require a similar approach account management proposal/reporting process relationships are key. Government donors…..Cross over??
4. Who is already doing High Value fundraising of any kind? Which kind? How long for? Which countries?
6. Why do major donors give? Investment Putting something back Religion (part of all religions...) Socially aware Feel-good factor Social obligation (Russia) Conditions of inheritance Recognition Concern for the next generation...(Warren Buffet and Emma Thompson!) Social acceptance They love people, Africa, Brazil, Water, Land Rights, etc Hearts and minds…..
7. Why do Grant-making Trusts and Foundations give? Socially aware and charitable founder/benefactor Formal obligation to donate funds – clearly stated guidelines Often in-undated with proposals Need to comply with stated objectives and demonstrate due diligence – less flexibility
8. Why do companies give? True philanthropic gifts are rare – but not unheard of Social investment agenda CSR agenda PR opportunities Employee retention Different motives = different offer needed = different budget line
32. Giving while living versus legaciesIn 1984, Charles F. “Chuck” Feeney, co-founder of the Duty Free Shoppers Group, transferred his business interests, then conservatively valued in the hundreds of millions of dollars, into a foundation - Atlantic Philanthropies….
42. Highlights: study by Deloitte Center for Financial Services May 2011 Total wealth of millionaire households in these 25 economies forecast to grow:$92 trillion 2011 to $202 trillion 2020. U.S. and Europe will remain the global centers of wealth over the next decade, in terms of both the amount of wealth and number of millionaire households. Emerging market economies likely to be more dynamic in terms of growth. China may continue to be the driving force in the growth of millionaire wealth, followed by Brazil and Russia.
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44. Capgemini and Merril Lynch World Wealth Report 2011 HNWI wealth grew 9.7% in 2010 to US$42.7 trillion, surpassing 2007 pre-crisis peak. Global population of HNWI grew 8.3% to 10.9 million. Asia-Pacific: 3.3million HNWIs – now second-largest behind North America. Ahead of Europe for first time. Combined wealth of Asia-Pacific HNWIs exceeds Europe’s North America: HNWI wealth up 9.1% to US$11.6trillion Latin America: HNWI population up 6.2% in 2010. Wealth rose 9.2%. This segment proving relatively resilient and stable in recent years India’s HNWI population entered the Top 12 for first time and Australia edged up another notch to No. 9. 53.0% of the world’s HNWIs were still concentrated in the U.S., Japan, and Germany. The global population of Ultra-HNWIs grew by 10.2% in 2010 and its wealth by 11.5%.
49. Old money versus new money 15 years ago, 75% of the Sunday Times Rich List had inherited their wealth and 25% were self-made. Today that ratio is reversed Engaged philanthropy (venture, catalytic) Investment approach/business models Philanthropy advisers/ organisations (NPC, Philanthropy UK, Coutts etc)
59. Expect lots of innovative corporate giving schemes that involve customers co-donating and/or co-deciding.27
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62. NB: Companies want visibility Co-branding and sponsorship Emergencies or issues with media coverage Their employees – your volunteers Pro-bono opportunities – easier to give time/services than money
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69. Can we find new ways to connect donors and beneficiaries?
70. Sometimes we are better to stay traditional – face to face is best! Relationships are not built on SMS33
75. What is the same across our markets/countries?
76. The 7 steps…a high value courtship Identify (start with who you know) Research and qualify Cultivate (the dating game) Engagement Ask (no-one gets married without a proposal) Close Stewardship (it’s about staying married)
77. You need to make the High Value approach work for you… Entry level needs to work for you. What size gifts are in YOUR top 5-20%? Prospecting – start with who you know – networking is key Need a strong case for support! Relationship fundraising approach – 1 to 1 Build TRUST! Recruiting (and developing) the right fundraiser is key Senior Management Team and Board involvement FOCUS and prioritise
81. Taxation versus charitable giving Do not believe in taxation. Do not trust Govt to redistribute wealth. Believe in philanthropy and being able to choose where money goes Denmark UK USA Believe in taxation. Govt then redistributes wealth
82. The Spectrum of Philanthropy: Peter Maple from London Southbank University Altruism Enlightened Self-interest Reciprocity
83. Crucial differences in emerging economies… Shock tactics don’t work: they embarrass Donor may know more than you… The challenge of visibility The challenge of geographical proximity Importance of govt link – Middle East and China Importance of corporate or royal connections – SE Asia ‘Monkeys play by sizes!’ Distinction between private and corporate wealth/giving is less clear The politics of poverty can get tricky
84. Private Social Responsibility “I once attended an evening party organized by a wealthy family in a South American country, devoted to philanthropy. Guests, similarly ultra-wealthy families, gathered to talk about their giving, share experiences and possibly form alliances…. As I listened to the other guests talking, I began to realize that giving is seen as just an accessory to a wealthy lifestyle rather an act that implies a complete moral worldview, such giving, new or old, will make no great changes in the world. That perhaps it is time to embrace the idea of ‘private social responsibility’. I heard one impeccably dressed lady share with a friend her frustration over peasants in the northern part of the country who did not want to move from their land despite ‘generous’ offers from the company she owned. Her friend nodded sympathetically and replied with a similar story of poor workers demanding some right or other ...” Olga Alexeeva, CAF Global Trustees and Philanthropy Bridge Foundation.
New research from The Charity Commission shows people are placing increasing importance on knowing how charities spend their money and what they achieve; 42% of people now say ‘ensuring that a reasonable proportion of a charity’s income reaches the end cause’ is the most important single factor influencing their trust. They want transparency, and are willing to challenge and go out there and do the digging themselves. This includes a willingness to examine every aspect of a product; ethics, credentials, pricing etc.The public is becoming more discriminating about financial management in charities, and are demanding more transparency from the sector Examples: New research shows that people are placing increasing importance on knowing how charities spend their money and what they achieve. This is closely linked to the social trend of consumers expecting more from organisations than ever before. Implications for Fundraising…Donors at higher levels are becoming more demanding in terms of reporting and demonstrating the impact of our work. They are also being more restricted in their giving and have higher expectations around level of engagement and involvement with the charity • One sub-trend of transparency in the charity sector is to make products and services that have been hard to pin down more tangible. Rather than give a donation to a village in Africa, buy them a cow.
(http://blogs.telegraph.co.uk/finance/ianmcowie/100006882/charity-tax-reliefs-break-1bn-barrier-are-you-doing-your-bit/ )Examples: There is growth in the number of countries who are offering tax incentives to donors (individuals and corporates) to encourage philanthropy There is growing pressure across Europe for donors to be able to benefit from their countries tax incentives even when they give to organisations in another European country (recent rulings from European court have set strong precedents that this barrier to cross-Europe giving must be removed).Implications for Fundraising… Legal and tax barriers currently hamper the cross-border activities of voluntary organisations. According to HMRC, the total value of Gift Aid donations in the UK in the year to April 2005 was £2.82bn but that had risen to £4.57bn by 2009. Better still, because individuals who tick the ‘Gift Aid’ box when they help good causes enable them to reclaim basic rate tax relief from HMRC, the tax authorities made total charitable donations of just over £1bn last year.
The global recession is re-shaping giving practices.Examples:The growth in charitable giving in the UK slowed during the last recession, prompting concerns recently among many charities. Individuals have generally given more money as national wealth has increased, although in recent years there have been fluctuations. According to a report in the Guardian, big value donations, of £1m or more, have fallen far more than other donations in the recession. Implications for Fundraising… The impact of the recession on charitable giving is debateable….however, if we look across our existing markets there is no doubt its having an impact, but what do we do about it? Some sources are claiming that payroll giving is less affected than other forms of giving, and that charities seen helping people in difficult times are the ones people give up luxuries to support. http://news.bbc.co.uk/1/hi/uk/7937183.stmhttp://www.guardian.co.uk/society/joepublic/2010/mar/05/banker-bonus-charity-donations
Most emerging markets- especially in Asia – will outpace the developed economies Growth in all the emerging regions will recover in 2010 and, with the possible exception of Emerging Europe, will outpace the USA, Europe, and Japan. Non-Japan Asia will be at the forefront, with GDP growth of 7.1%. Latin America, the Middle East, and Africa will see gains in the 3 – 4% range. The laggard will be Emerging Europe, which will expand only 1.7%.Top Ten Economic Predictions for 2010 – NarimanBehravesh, IHS Chief EconomistImplications for Fundraising… There is a need to move fundraising investment to where the growth is, so we don’t only grow where we already are. We need to act quickly to maximise the potential for income in the long term… Building income takes a long time and early market leaders continue to lead and grow.
Research:Communities & Local Government Citizenship Survey: 2009-10Institute of Volunteering ResearchAlthough figures don’t vary drastically from previous years, the study does show a firm commitment to volunteering and charitable giving in difficult times. Volunteering currently adds huge value to our economy and the charity sector in general- estimated contribution is £22.5billion and 1.9 billion volunteer hours Volunteering England , April 2009Furthermore, 76% of Volunteer Centers reported volunteers to a have high level of interest in using their experience of volunteering to find employment. (Institute of Volunteering Research)
http://www.looktothestars.org/celebrity/...lists over 2340 celebrities and the charities they support
Recent research from the Ireland Funds identified 70 million people worldwide claiming Irish descent, a single example of the 248 nationalities in the world today with the endless subset ‘tribes’ that people would see themselves as part of.http://www.thinkcs.org/2009/10/diaspora/
According to Nielsen, the average number of mobile calls we make is dropping each year, after hitting a peak in 2007. And our calls are getting shorter. In 2005 they averaged 3 minutes – now they’re almost half that.Calls and face to face calls in particular (through Skype and new mobile telephony like FaceTime) will be reserved for the sort of deep discussion that the medium does best.
Viral ticketing article:http://www.bbc.co.uk/news/business-11643405Further potential for emergency appeals? / events posted through facebook/twitter/you tube etc…donate/pass it on…)The microsite for AA’s Tesco viral spoof in 2008 (www.actionaid.org.uk/5p/) generated 67,000 hits within the first 48 hours of launch.